09/01/2021
Fieldpoint Private Names Directors
Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast
People Moves
08/31/2021
Wealth Manager Ashley Evans Joins First Republic in San Francisco
Ashley Evans is an accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.
08/31/2021
Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
In his new role, Maeser will oversee all aspects of the Huntington Private Bank's expansion into the region following Huntington's recent merger with TCF Financial.
08/31/2021
Willis Towers Watson names new Global Leadership Team to drive the company forward
This Global Leadership Team consists of voices across our geographies, segments and functions.
08/31/2021
MGO Private Wealth Welcomes V. David Russell as Managing Director and Head of Family Office Services
Bringing experience in both private equity and private wealth management, David will concentrate on building out the firm's multi-family office practice and investment platform. H
08/31/2021
Lincoln Financial Group Announces Executive Leadership Succession
Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair
08/31/2021
NBT Bancorp Inc. Appoints Ruth Mahoney President of Wealth Management
A graduate of Marist College with a bachelor’s degree in Business Administration and Marketing, Mahoney lends her leadership abilities to many organizations.
08/31/2021
SFOX names former Goldman exec John Mannino director of compliance
He oversaw and ensured daily compliance for the OTC derivative margin and collateral processes while navigating the rapidly changing derivative regulatory environment as it emerged globally.
08/31/2021
Morgan Lewis Expands ESG and Nonprofits Team
Kim, who is resident in the San Francisco and Washington, DC, offices, previously spent 11 years at Morgan Lewis
08/31/2021
Leading Tax Attorney Joins Kirkland
In his tax controversy practice, Mr. Husseini represents clients before the Internal Revenue Service in examination, mediation and appeals proceedings, before arbitrators in private party tax disputes
08/31/2021
Hogan Lovells adds former FERC Chairman Neil Chatterjee to Washington, D.C. office
Prior to his tenure at FERC, Chatterjee served as an advisor to Senate Majority Leader Mitch McConnell (R-KY), where he played an integral role in the passage of major energy, highway and agriculture legislation.
08/30/2021
Lincoln Financial Group Announces Executive Leadership Succession
Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair
08/30/2021
Four-Person Advisor Team Joins UBS
Together, they will focus on serving the holistic wealth management needs of high-net-worth clients, executives and business owners in Santa Barbara, as well as other locations across the U.S.
08/30/2021
SFOX Names New Director of Compliance
Mannino joins SFOX after more than two decades of extensive operations and regulatory compliance experience at Goldman Sachs.
08/30/2021
Wealth Manager Joins First Republic
She provides customized wealth management solutions to high net worth individuals and families, with a focus on equity compensation and concentrated stock positions.
08/27/2021
Boston Consulting Group Announces Sharon Marcil as North America Regional Chair
Sharon Marcil Succeeds Joe Davis to Become First Woman to Lead the Region
08/27/2021
Two of Bank of America’s Post-Crisis Leaders Will Retire
Vice Chair Anne Finucane, one of the most powerful women in banking, will leave at the end of the year. So will the chief operating officer, Thomas K. Montag.
08/27/2021
Standard Chartered bolsters Europe & Americas securities services team
He has served at Standard Chartered since 2010
08/27/2021
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets
Succession plans will be announced in the coming weeks.
08/27/2021
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets
Succession plans will be announced in the coming weeks.